IRA Savings

7/25/2019 IRA Savings

1/21

Deposit Amount Infation Investmet Rate Investment Fee$13,000.00 2.00% 6.00% $25.00$3,250.00 0.50% 1.47%

Time A e !ave" #ompa ative T &i''s0.00 26.00 $75,225.00 $3,250.00

0.25 26.25 $7(,176.(0 $6,500.000.50 26.50 $)3,166.() $(,750.000.75 26.75 $)7,1(5.62 $13,000.001.00 27.00 $(1,263.1( $16,250.001.25 27.25 $(5,370.06 $1(,500.001.50 27.50 $((,516.61 $22,750.001.75 27.75 $103,703.24 $26,000.002.00 2).00 $107,(30.32 $2(,250.002.25 2).25 $112,1().25 $32,500.002.50 2).50 $116,507.41 $35,750.00

2.75 2).75 $120,)5).22 $3(,000.003.00 2(.00 $125,251.07 $42,250.003.25 2(.25 $12(,6)6.36 $45,500.003.50 2(.50 $134,164.52 $4),750.003.75 2(.75 $13),6)5.(4 $52,000.004.00 30.00 $143,251.06 $55,250.004.25 30.25 $147,)60.2( $5),500.004.50 30.50 $152,514.06 $61,750.004.75 30.75 $157,212.7( $65,000.005.00 31.00 $174,431.(3 $)0,750.005.25 31.25 $1(1,)17.46 $(6,500.005.50 31.50 $20(,370.(( $112,250.005.75 31.75 $227,0(4.13 $12),000.006.00 32.00 $244,()).53 $143,750.006.25 32.25 $263,055.)4 $15(,500.006.50 32.50 $2)1,2(7.74 $175,250.006.75 32.75 $2((,715.(1 $1(1,000.007.00 33.00 $31),312.05 $206,750.007.25 33.25 $337,0)7.)( $222,500.007.50 33.50 $356,045.15 $23),250.007.75 33.75 $375,1)5.60 $254,000.00).00 34.00 $3(4,511.01 $26(,750.00).25 34.25 $414,023.15 $2)5,500.00).50 34.50 $433,723.)4 $301,250.00).75 34.75 $453,614.)( $317,000.00(.00 35.00 $473,6().15 $332,750.00(.25 35.25 $4(3,(75.4) $34),500.00(.50 35.50 $514,44).74 $364,250.00(.75 35.75 $535,11(.)4 $3)0,000.00


2/21

10.00 36.00 $555,((0.6) $3(5,750.0010.25 36.25 $577,063.20 $411,500.0010.50 36.50 $5(),33(.33 $427,250.0010.75 36.75 $61(,)21.06 $443,000.0011.00 37.00 $641,510.37 $45),750.0011.25 37.25 $663,40(.25 $474,500.00

11.50 37.50 $6)5,51(.75 $4(0,250.0011.75 37.75 $707,)43.(0 $506,000.0012.00 3).00 $730,3)3.76 $521,750.0012.25 3).25 $753,141.43 $537,500.0012.50 3).50 $776,11(.01 $553,250.0012.75 3).75 $7((,31).61 $56(,000.0013.00 3(.00 $)22,742.3( $5)4,750.0013.25 3(.25 $)46,3(2.52 $600,500.0013.50 3(.50 $)70,271.17 $616,250.0013.75 3(.75 $)(4,3)0.57 $632,000.00

14.00 40.00 $(1),722.(3 $647,750.0014.25 40.25 $(43,300.51 $663,500.0014.50 40.50 $(6),115.5) $67(,250.0014.75 40.75 $((3,170.44 $6(5,000.0015.00 41.00 $1,01),467.41 $710,750.0015.25 41.25 $1,044,00).)2 $726,500.0015.50 41.50 $1,06(,7(7.03 $742,250.0015.75 41.75 $1,0(5,)34.43 $75),000.0016.00 42.00 $1,122,123.44 $773,750.0016.25 42.25 $1,14),666.47 $7)(,500.0016.50 42.50 $1,175,465.() $)05,250.0016.75 42.75 $1,202,524.46 $)21,000.0017.00 43.00 $1,22(,)44.40 $)36,750.0017.25 43.25 $1,257,42).34 $)52,500.0017.50 43.50 $1,2)5,27).)2 $)6),250.0017.75 43.75 $1,313,3().41 $))4,000.001).00 44.00 $1,341,7)(.73 $)((,750.001).25 44.25 $1,370,455.3) $(15,500.001).50 44.50 $1,3((,3().04 $(31,250.001).75 44.75 $1,42),620.36 $(47,000.001(.00 45.00 $1,45),125.06 $(62,750.001(.25 45.25 $1,4)7,(14.)6 $(7),500.001(.50 45.50 $1,517,((2.52 $((4,250.001(.75 45.75 $1,54),360.)2 $1,010,000.0020.00 46.00 $1,57(,022.56 $1,025,750.0020.25 46.25 $1,60(,()0.5( $1,041,500.0020.50 46.50 $1,641,237.77 $1,057,250.0020.75 46.75 $1,672,7(6.() $1,073,000.0021.00 47.00 $1,704,661.14 $1,0)),750.00


3/21

21.25 47.25 $1,736,)33.21 $1,104,500.0021.50 47.50 $1,76(,316.16 $1,120,250.0021.75 47.75 $1,)02,112.(( $1,136,000.0022.00 4).00 $1,)35,226.73 $1,151,750.0022.25 4).25 $1,)6),660.45 $1,167,500.0022.50 4).50 $1,(02,417.24 $1,1)3,250.00

22.75 4).75 $1,(36,500.21 $1,1((,000.0023.00 4(.00 $1,(70,(12.53 $1,214,750.0023.25 4(.25 $2,005,657.3) $1,230,500.0023.50 4(.50 $2,040,737.(6 $1,246,250.0023.75 4(.75 $2,076,157.53 $1,262,000.0024.00 50.00 $2,111,(1(.35 $1,277,750.0024.25 50.25 $2,14),026.74 $1,2(3,500.0024.50 50.50 $2,1)4,4)3.03 $1,30(,250.0024.75 50.75 $2,221,2(1.60 $1,325,000.0025.00 51.00 $2,25),455.)5 $1,340,750.00

25.25 51.25 $2,2(5,(7(.21 $1,356,500.0025.50 51.50 $2,333,)65.16 $1,372,250.0025.75 51.75 $2,372,117.20 $1,3)),000.0026.00 52.00 $2,410,73).)7 $1,403,750.0026.25 52.25 $2,44(,733.74 $1,41(,500.0026.50 52.50 $2,4)(,105.41 $1,435,250.0026.75 52.75 $2,52),)57.53 $1,451,000.0027.00 53.00 $2,56),((3.7) $1,466,750.0027.25 53.25 $2,60(,517.)6 $1,4)2,500.0027.50 53.50 $2,650,433.52 $1,4(),250.0027.75 53.75 $2,6(1,744.55 $1,514,000.002).00 54.00 $2,733,454.76 $1,52(,750.002).25 54.25 $2,775,56).02 $1,545,500.002).50 54.50 $2,)1),0)).22 $1,561,250.002).75 54.75 $2,)61,01(.2) $1,577,000.002(.00 55.00 $2,(04,365.1( $1,5(2,750.002(.25 55.25 $2,(4),12(.(5 $1,60),500.002(.50 55.50 $2,((2,317.61 $1,624,250.002(.75 55.75 $3,036,(32.25 $1,640,000.0030.00 56.00 $3,0)1,(7).00 $1,655,750.0030.25 56.25 $3,127,45(.02 $1,671,500.0030.50 56.50 $3,173,37(.53 $1,6)7,250.0030.75 56.75 $3,21(,743.76 $1,703,000.0031.00 57.00 $3,266,556.01 $1,71),750.0031.25 57.25 $3,313,)20.60 $1,734,500.0031.50 57.50 $3,361,541.(1 $1,750,250.0031.75 57.75 $3,40(,724.35 $1,766,000.0032.00 5).00 $3,45),372.37 $1,7)1,750.0032.25 5).25 $3,507,4(0.4) $1,7(7,500.00


4/21

32.50 5).50 $3,557,0)3.21 $1,)13,250.0032.75 5).75 $3,607,155.16 $1,)2(,000.0033.00 5(.00 $3,657,710.(5 $1,)44,750.0033.25 5(.25 $3,70),755.25 $1,)60,500.0033.50 5(.50 $3,760,2(2.)0 $1,)76,250.0033.75 5(.75 $3,)12,32).35 $1,)(2,000.00

34.00 60.00 $3,)64,)66.72 $1,(07,750.0034.25 60.25 $3,(17,(12.76 $1,(23,500.0034.50 60.50 $3,(71,471.3( $1,(3(,250.0034.75 60.75 $4,025,547.55 $1,(55,000.0035.00 61.00 $4,0)0,146.25 $1,(70,750.0035.25 61.25 $4,135,272.53 $1,()6,500.0035.50 61.50 $4,1(0,(31.50 $2,002,250.0035.75 61.75 $4,247,12).2( $2,01),000.0036.00 62.00 $4,303,)6).11 $2,033,750.0036.25 62.25 $4,361,156.21 $2,04(,500.00

36.50 62.50 $4,41),((7.)) $2,065,250.0036.75 62.75 $4,477,3().47 $2,0)1,000.0037.00 63.00 $4,536,363.3) $2,0(6,750.0037.25 63.25 $4,5(5,)().07 $2,112,500.0037.50 63.50 $4,656,00).04 $2,12),250.0037.75 63.75 $4,716,6().)5 $2,144,000.003).00 64.00 $4,777,(76.11 $2,15(,750.003).25 64.25 $4,)3(,)45.50 $2,175,500.003).50 64.50 $4,(02,312.72 $2,1(1,250.003).75 64.75 $4,(65,3)3.56 $2,207,000.003(.00 65.00 $5,02(,063.)6 $2,222,750.003(.25 65.25 $5,0(3,35(.4( $2,23),500.003(.50 65.50 $5,15),276.41 $2,254,250.003(.75 65.75 $5,223,)20.62 $2,270,000.0040.00 66.00 $5,2)(,(().1) $2,2)5,750.0040.25 66.25 $5,356,)15.21 $2,301,500.0040.50 66.50 $5,424,277.)( $2,317,250.0040.75 66.75 $5,4(2,3(2.45 $2,333,000.0041.00 67.00 $5,561,165.21 $2,34),750.0041.25 67.25 $5,630,602.52 $2,364,500.0041.50 67.50 $5,700,710.7( $2,3)0,250.0041.75 67.75 $5,771,4(6.52 $2,3(6,000.0042.00 6).00 $5,)42,(66.25 $2,411,750.0042.25 6).25 $5,(15,126.5( $2,427,500.0042.50 6).50 $5,()7,()4.21 $2,443,250.0042.75 6).75 $6,061,545.)5 $2,45(,000.0043.00 6(.00 $6,135,)1).31 $2,474,750.0043.25 6(.25 $6,210,)0).47 $2,4(0,500.0043.50 6(.50 $6,2)6,523.25 $2,506,250.00


5/21

43.75 6(.75 $6,362,(6(.66 $2,522,000.0044.00 70.00 $6,440,154.77 $2,537,750.0044.25 70.25 $6,51),0)5.71 $2,553,500.0044.50 70.50 $6,5(6,76(.70 $2,56(,250.0044.75 70.75 $6,676,214.01 $2,5)5,000.0045.00 71.00 $6,756,425.() $2,600,750.00

45.25 71.25 $6,)37,413.04 $2,616,500.0045.50 71.50 $6,(1(,1)2.6) $2,632,250.0045.75 71.75 $7,001,742.45 $2,64),000.0046.00 72.00 $7,0)5,0((.(( $2,663,750.0046.25 72.25 $7,16(,263.02 $2,67(,500.0046.50 72.50 $7,254,23(.30 $2,6(5,250.0046.75 72.75 $7,340,036.71 $2,711,000.0047.00 73.00 $7,426,663.1) $2,726,750.0047.25 73.25 $7,514,126.72 $2,742,500.0047.50 73.50 $7,602,435.41 $2,75),250.00

47.75 73.75 $7,6(1,5(7.42 $2,774,000.004).00 74.00 $7,7)1,621.00 $2,7)(,750.004).25 74.25 $7,)72,514.4) $2,)05,500.004).50 74.50 $7,(64,2)6.26 $2,)21,250.004).75 74.75 $),056,(44.)2 $2,)37,000.004(.00 75.00 $),150,4().74 $2,)52,750.004(.25 75.25 $),244,(56.67 $2,)6),500.004(.50 75.50 $),340,327.34 $2,))4,250.004(.75 75.75 $),436,61(.57 $2,(00,000.0050.00 76.00 $),533,)42.27 $2,(15,750.0050.25 76.25 $),632,004.43 $2,(31,500.0050.50 76.50 $),731,115.13 $2,(47,250.0050.75 76.75 $),)31,1)3.52 $2,(63,000.0051.00 77.00 $),(32,21).)) $2,(7),750.0051.25 77.25 $(,034,230.54 $2,((4,500.0051.50 77.50 $(,137,227.(3 $3,010,250.0051.75 77.75 $(,241,220.5) $3,026,000.0052.00 7).00 $(,346,21).10 $3,041,750.0052.25 7).25 $(,452,230.21 $3,057,500.0052.50 7).50 $(,55(,266.72 $3,073,250.0052.75 7).75 $(,667,337.51 $3,0)(,000.0053.00 7(.00 $(,776,452.5( $3,104,750.0053.25 7(.25 $(,))6,622.04 $3,120,500.0053.50 7(.50 $(,((7,)56.05 $3,136,250.0053.75 7(.75 $10,110,164.(1 $3,152,000.0054.00 )0.00 $10,223,55(.01 $3,167,750.0054.25 )0.25 $10,33),04).)3 $3,1)3,500.0054.50 )0.50 $10,453,644.(7 $3,1((,250.0054.75 )0.75 $10,570,35).10 $3,215,000.00


6/21

55.00 )1.00 $10,6)),1((.02 $3,230,750.0055.25 )1.25 $10,)07,17).64 $3,246,500.0055.50 )1.50 $10,(27,307.(6 $3,262,250.0055.75 )1.75 $11,04),5().07 $3,27),000.0056.00 )2.00 $11,171,060.21 $3,2(3,750.0056.25 )2.25 $11,2(4,705.70 $3,30(,500.00

56.50 )2.50 $11,41(,545.(7 $3,325,250.0056.75 )2.75 $11,545,5(2.56 $3,341,000.0057.00 )3.00 $11,672,)57.13 $3,356,750.0057.25 )3.25 $11,)01,351.46 $3,372,500.0057.50 )3.50 $11,(31,0)7.43 $3,3)),250.0057.75 )3.75 $12,062,077.02 $3,404,000.005).00 )4.00 $12,1(4,332.37 $3,41(,750.005).25 )4.25 $12,327,)65.6( $3,435,500.005).50 )4.50 $12,462,6)(.34 $3,451,250.005).75 )4.75 $12,5(),)15.7) $3,467,000.00

5(.00 )5.00 $12,736,257.61 $3,4)2,750.005(.25 )5.25 $12,)75,027.53 $3,4(),500.005(.50 )5.50 $13,015,13).3) $3,514,250.005(.75 )5.75 $13,156,603.12 $3,530,000.0060.00 )6.00 $13,2((,434.)2 $3,545,750.0060.25 )6.25 $13,443,646.70 $3,561,500.0060.50 )6.50 $13,5)(,252.0( $3,577,250.0060.75 )6.75 $13,736,264.46 $3,5(3,000.0061.00 )7.00 $13,))4,6(7.41 $3,60),750.0061.25 )7.25 $14,034,564.66 $3,624,500.0061.50 )7.50 $14,1)5,))0.07 $3,640,250.0061.75 )7.75 $14,33),657.63 $3,656,000.0062.00 )).00 $14,4(2,(11.4) $3,671,750.0062.25 )).25 $14,64),655.)7 $3,6)7,500.0062.50 )).50 $14,)05,(05.22 $3,703,250.0062.75 )).75 $14,(64,674.06 $3,71(,000.0063.00 )(.00 $15,124,(77.0) $3,734,750.0063.25 )(.25 $15,2)6,)2(.0( $3,750,500.0063.50 )(.50 $15,450,245.0) $3,766,250.0063.75 )(.75 $15,615,240.15 $3,7)2,000.0064.00 (0.00 $15,7)1,)2(.56 $3,7(7,750.0064.25 (0.25 $15,(50,02).72 $3,)13,500.0064.50 (0.50 $16,11(,)53.17 $3,)2(,250.0064.75 (0.75 $16,2(1,31).64 $3,)45,000.0065.00 (1.00 $16,464,440.(7 $3,)60,750.0065.25 (1.25 $16,63(,236.17 $3,)76,500.0065.50 (1.50 $16,)15,720.41 $3,)(2,250.0065.75 (1.75 $16,((3,(10.01 $3,(0),000.0066.00 (2.00 $17,173,)21.45 $3,(23,750.00


7/21

66.25 (2.25 $17,355,471.36 $3,(3(,500.0066.50 (2.50 $17,53),)76.55 $3,(55,250.0066.75 (2.75 $17,724,053.() $3,(71,000.0067.00 (3.00 $17,(11,020.77 $3,()6,750.0067.25 (3.25 $1),0((,7(4.21 $4,002,500.0067.50 (3.50 $1),2(0,3(1.76 $4,01),250.00

67.75 (3.75 $1),4)2,)31.05 $4,034,000.006).00 (4.00 $1),677,12(.)7 $4,04(,750.006).25 (4.25 $1),)73,306.1( $4,065,500.006).50 (4.50 $1(,071,37).15 $4,0)1,250.006).75 (4.75 $1(,271,364.0) $4,0(7,000.006(.00 (5.00 $1(,473,2)2.46 $4,112,750.006(.25 (5.25 $1(,677,151.(7 $4,12),500.006(.50 (5.50 $1(,))2,((1.47 $4,144,250.006(.75 (5.75 $20,0(0,)1(.() $4,160,000.0070.00 (6.00 $20,300,656.73 $4,175,750.00

70.25 (6.25 $20,512,521.12 $4,1(1,500.0070.50 (6.50 $20,726,432.75 $4,207,250.0070.75 (6.75 $20,(42,411.40 $4,223,000.0071.00 (7.00 $21,160,477.04 $4,23),750.0071.25 (7.25 $21,3)0,64(.)4 $4,254,500.0071.50 (7.50 $21,602,(50.16 $4,270,250.0071.75 (7.75 $21,)27,3().56 $4,2)6,000.0072.00 ().00 $22,054,015.)0 $4,301,750.0072.25 ().25 $22,2)2,)22.)3 $4,317,500.0072.50 ().50 $22,513,)40.)1 $4,333,250.0072.75 ().75 $22,747,0(1.11 $4,34(,000.0073.00 ((.00 $22,()2,5(5.2( $4,364,750.0073.25 ((.25 $23,220,375.14 $4,3)0,500.0073.50 ((.50 $23,460,452.65 $4,3(6,250.0073.75 ((.75 $23,702,)50.02 $4,412,000.0074.00 100.00 $23,(47,5)(.67 $4,427,750.0074.25 100.25 $24,1(4,6(4.22 $4,443,500.0074.50 100.50 $24,444,1)6.53 $4,45(,250.0074.75 100.75 $24,6(6,0)(.6) $4,475,000.0075.00 101.00 $24,(50,426.(6 $4,4(0,750.00


8/21

* e+istin Investment !ta tin A e +t a Investment$72,000.00 26 $50,000.00


9/21


10/21


11/21


12/21


13/21


14/21


15/21

A-te /ea s A-te 5 /ea s $174,431.(3 $)0,750.005 A-te 10 /ea s $555,((0.6) $3(5,750.00

A-te 25 /ea s $2,25),455.)5 $1,340,750.00A-te 40 /ea s $5,2)(,(().1) $2,2)5,750.00A-te 60 /ea s $13,2((,434.)2 $3,545,750.00A-te 75 /ea s $24,(50,426.(6 $4,4(0,750.00

A-te /ea s $ at time T &i'' $34 $3,)64,)66.72 $1,(07,750.00


16/21


17/21


18/21


19/21


20/21


21/21

IRA Savings

Documents